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Disclosery

IEQ CAPITAL, LLC: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on ZION, newest first. How the timeline and the estimate are built.

IEQ CAPITAL, LLC held 84,565 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,565 shares
    Change vs previous 13F -38,274 shares

    0.03% of the 13F portfolio, value $5,851,084.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,839 shares
    Change vs previous 13F +78,452 shares

    0.03% of the 13F portfolio, value $7,077,984.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,387 shares
    Change vs previous 13F -64,077 shares

    0.01% of the 13F portfolio, value $2,598,437.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 108,464 shares
    Change vs previous 13F +27,446 shares

    0.02% of the 13F portfolio, value $6,136,907.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 81,018 shares
    Change vs previous 13F -70,779 shares

    0.03% of the 13F portfolio, value $4,208,102.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,797 shares
    Change vs previous 13F +99,205 shares

    0.06% of the 13F portfolio, value $7,568,626.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,592 shares
    Change vs previous 13F +30,635 shares

    0.03% of the 13F portfolio, value $2,853,151.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,957 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,036,865.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).